Speaker 1: 0:00

Felix here and welcome to this pre-morning live stream. I want to walk you through the following five things that matter incredibly much to your portfolio. Of course, iran-israel update we can't do without that. That's a big one and a big reason to actually be bullish amidst all the crazy news. I will walk you through five stocks that I'm buying and I'm going to just give you some random names that actually explain to you why and how. So it makes more sense for you and you can maybe find more such wonderful stocks yourself Wonderful according to my cat, who's running around here somewhere and I'll walk you through why.

Speaker 1: 0:35

Timing is everything. Everyone always says don't time the market. I say the opposite. I say do time the market because that's actually how people make money, and anybody who says the opposite. It's sort of nonsense really, unless you're buying the whole company, in which case you can own it forever. But you also do a Q&A of our top stocks. Felix runs. You know there they are whichever ones you want. So this is what we've got planned. If this would make some sense to you, if this would give you some value, put a V in there.

Speaker 1: 1:06

Resurrectl update the big reason to be bullish. It's a big one. And then the five stocks that I'm actually buying and how we time in a smart way, and then we do a big Q&A and we walk through everything that you want to walk through here. Is that wine? No, no, no, this is juice. My friend, gak juice, official sponsor of this channel is Gak juice. Just kidding, we don't have sponsors. Never, do, never, will Get off of them. All the bloody time.

Speaker 1: 1:31

I was going to say stop emailing me please, because we don't do that sort of thing around here. Now, what we do do I said, do do is we have to a little bit take into account what the commander-in-chief says. That's the whole tweet Unconditional surrender, which doesn't make you feel like peace is coming, does it? Because you're asking the Ayatollah, the supreme leader of Iran, to surrender, and if you call yourself supreme, you're probably not the surrendering kind I would imagine. So what happens next? Well, this is what happens next. This is from the Iranians and they're saying well, the Iranian regime. And they say in bright yellow here that, starting tomorrow, for 100 days, no oil tankers or gas cargoes will be able to pass through the straits without Iran's approval. It is implemented in a timely manner. Any delay means enduring more war inside the country.

Speaker 1: 2:38

Trump's battle must be ended with a combination of economy and security. So he's basically saying we know what your pain point is. Your pain point is oil and gas, and we're going to put an end to it, which is fairly serious and actually very easy for them to do, relatively speaking, because it's about that wide the straight of Hormuz, so you'd imagine oil prices would be shooting up Now oil stocks actually weren't doing all that well yesterday We'll get onto that in a moment. That's probably one of the ones on our list that we are a little bit careful and cautious about, and this is the new indicator. Have you seen this? I mean, this is just marvelous. There is an account on X called Pentagon Pizza Report, and they literally look at the Google listings of the two closest pizza huts to the Pentagon, and this is a real thing. And yeah, it's a real thing. And they're busier than usual at the moment in the evening shift, which tells us that war might be coming. I mean, really like this. It's mad, isn't it? Funny but mad, but probably actually fairly accurate. So, yeah, that's what they're doing there.

Speaker 1: 3:53

So what are you going to be buying? Well, I think a lot of people don't know. I think a lot of people just keep buying the same old things and they're sort of following the 2022 rulebook, which I don't think applies. I just don't think you can randomly buy whatever you feel like. I think you have to be very, very selective, and if we do get a larger war, you will see some significant dips. Even though the dip buyers are out, they'll eventually run out of money, and what happens then? Well, what happens then is that people start crying and feeling really miserable One second.

Speaker 1: 4:30

So how do we? How do we prevent that? Well, very easily. Actually. We just teach you the bleeding rules, and these are not rules that I made up. These are not rules I came up with. I'm not some sort of investing genius in any way, shape or form. I just learned the rules. I follow the rules. I use the rules every single day, at least every single week, religiously, and if you want to learn those too, I'll walk you through some stocks here today.

Speaker 1: 4:52

But if you actually want to really understand what's driving the whole thing underneath it, you need to learn how to find those breakout stocks and how to keep profits. So one thing I did today I spent about 10 minutes on today, maybe 15. I moved my stops about 10 of them or so, and that means I'm keeping the money that I've made right. Most people don't actually do that. Buy Pizza Hut during the war yes, pizza sponsored Pentagon, exactly, I mean. I'm sure it's very safe.

Speaker 1: 5:23

So, yeah, come and join me, if you wish, on Saturday at phoenixfriendsorg slash webinar. I'll put a link down below in here as well. We're running a live session there again. I absolutely love doing these. Here as well. We're running a live session there again. I absolutely love doing these. Uh, they're super fun and you guys, uh, will get a tremendous amount out of it.

Speaker 1: 5:37

Um, click on that. There it says seminar, but it takes you to the same page. I believe it doesn't actually. Oh, hang on, I need to change that. Ignore what I just put in the chat there. I'm gonna have to remove it because the links are broken. Let Let me update that for you and I'll put the right links in here for you. It is not seminar, it is webinar. That'll do so. I'll put them back in here for you. There they are. That's the correct link. So just click on that. Register. Grab yourself a free seat. It is completely free of charge, as um is 99% of the things we do here, because I think people deserve financial education honestly.

Speaker 1: 6:20

So, before we get down to the top five stocks we want to buy, which we want to get onto straight away, um, this is a big one that very few people understand. The us bank regulators are reducing the enhanced supplementary leverage ratio by up to 1.5 percentage points for the big lenders. What can someone explain that to me, like I'm five? Basically, banks need to put aside a certain amount of the deposits they have in case there's a bank run right. Oh, hang on, I misspelled that. Good, I'm a bit of a tool, aren't I? So let me do that again. That link is wrong. There it is again. I'll put it in here again for you.

Speaker 1: 7:08

Webinar, we're going to pin that one to the chat. I'm going to try and delete the other ones because apparently I can't spell. So, yeah, there we go. That should do the trick, right? Let me just actually click on that. Make sure that actually works. Yes, it does. It gets you to here. So why does it not load? Okay, there it is, so you can actually register Loaded, fine, breakout stocks. That's the big promise. That's the big premise. That's exactly what we're going to do, but, yeah, back to the lenders.

Speaker 1: 7:44

What does this mean? It means essentially, there is more capital about. It means essentially that there is more liquidity. So the US government has very carefully and cleverly induced some liquidity into the market. And is that a good thing or a bad thing for things like stocks or the bond market? Well, what does more liquidity mean? It's an odd phrase, isn't it? It essentially means more money that surrounds to invest. So it's a good thing. It's a good thing for the market, and people don't really understand that. That's why I wanted to explain that to you. Um, does that, does that make some sense to you? If that makes some sense to you, put a, put an s in the chat so I see that it's. It's actually landing for you. More spending, well, yes, probably. More investing, probably, but yes, definitely more buying there. Scott, appreciate that. Mike, appreciate the S there. Good call. In IT, don't need to spell to buy above the 50-150 breakout moving averages. It's true, actually, you can be a right plonker and make a lot of money in the market. Seriously, no education required. We'll come back to this chap in just a second.

Speaker 1: 9:03

Let's have a look at the market. This is inside Trade Vision, which you can also. I'll put a link in here for you felixfrenzorg slash. Trade vision. It's the software we built when I was working inside a bank. The bank spent about $100,000 on my data Seriously my subscriptions because I was like the data guy and I, when I got out of banking, I kind of thought that was a little sleep. I didn't have $100,000. You probably don't have either, at least. So we wanted to build a platform that would give you access to a lot of the cool data that big banks have access to.

Speaker 1: 9:33

One of the things we see here this is the dark pool live stream flow. We see what the big banks and the big boys are buying. So left, you can see what they're buying. On the right, you can see what they're selling, and this is yesterday. You will be able to see live data for today, when the market opens as well, and then you can click on every single one of these to say you're interested about. You know why are they buying qualcomm or who's buying qualcomm? You can click on that and you can see the exact, every single buy in terms of size. You know what, what they're up to. So really, really, really nice deep insight there into the market, so you might want to play with that. I think it's very, very useful. You can see it for every single day and I was very bullish yesterday, for example, qualcomm right, I don't know what the stock did, but it's something to have a think about. Kazoo, you finally called a live stream. Well, welcome, hi Frank.

Speaker 1: 10:32

So what did George do Not? Plonker? Plonker Is that an English phrase? Do the Americans on the stream here understand what a plonker is? If you do not, let me ask. Let me ask Grog for you, because that is very important. Now you might hear there's a cat behind me who's up to no good, two, in fact.

Speaker 1: 11:03

What is a plonker? And then we're going to go to the Five stock picks here, which is probably way far British slang term to describe someone who's foolish, incompetent or does something stupid, often used lightheartedly or mildly insulting. Yeah, it's not like a bad. It's not a bad sort of thing, it's just like you know, you're just a bit of a plonker, just that sort of thing. Rodney is indeed a plonker. Yeah, exactly, I indeed a plonker. Yeah, exactly that's. I'm not sure our american friends here know what, uh, what a plonker is. So I just wanted to make sure everybody understood that. So there he is. You've learned a new word. Use it. Use it liberally, all right, I'm gonna give you five stocks to buy, maybe even two bonus stocks if you if you're nice and um, and you smash the like button a few hundred more times, you can buy me that cheaply. Yes, just one like and I'm all yours, all right.

Speaker 1: 11:55

So we're looking at sectors first. So for me, the way we select stocks is always and I apologize for the noisy cats behind me I thought I could control them. I finally realized I cannot. They will do whatever they want and they're very noisy. So essentially, what we do is we look at the market, that sort of sits at the top. Then we look at what are all the sectors doing? So that's your sector segment, and if your sector is doing well and one of them, for example, is software, we're bullish on software then we look at all the individual software stocks and then we look at the ones that look best.

Speaker 1: 12:38

Okay, I'll explain to you in full detail on saturday exactly how we do that and what are the criteria and so on, and winston will be there and he'll be tremendously helpful, undoubtedly, um, as he's roaming around here, uh, but one of the things we look for is something that looks a little bit like this so moving average lines are pointing up. We've got let me get a yellow pen here so you can see it a bit more clearly We've got sort of this kind of ziggity-zaggity pattern, which is the way the market works, right? And then you basically just want to draw a line through the tops and that's now your upward trend, right? So what happens? You keep touching that, but each time you touch it it's actually higher. But really, what we want to do is we want to move beyond that, right? So if you want to be kind of gung-ho about it, you just buy it above the previous high, which would have been only a few cents higher than we are today.

Speaker 1: 13:39

This is BlackBerry, by the way, I hadn't mentioned that 4.33. So anything above sort of 4.35 and we'd be game. Or if you want to be a bit more gung-ho about it, you might want to wait till it exceeds the previous high here at sort of 440. So earnings are coming up. That's obviously a risk factor, but something to think about. Now, these caps are really noisy, aren't they? You can, of course, also consult the dark pool if you wish, and you can look at BlackBerry. I'm not sure there is that much institutional money in there yet, but you never know.